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What is Org Strategy?

  • Plan of how to best use Salesforce across your business factoring in these considerations:
    • Organizational
    • Business
    • Technical
    • Support
  • Outlines when a single-Org or multiple-Orgs should be used, and sets up standards to for change-management :
    • The procedure when a business unit wants a new Salesforce solution
    • An approach for consolidating or splitting existing Orgs
    • Processes to keep consistency across orgs

Single Org

BenefitsChallenges
  • Cross-business unit collaboration
  • Shared solutions for common business processes
  • Ability to share data where appropriate
  • Unified reporting
  • Org complexity could become a barrier to progress -
    Slow down Innovation
  • Time to market and innovation could be impacted when multiple teams roll out new functionality concurrently
  • Greater potential of hitting org limits

Single Org

ProsCons
  • Shared data
  • Shared configuration & coding effort
  • Standardized processes
  • Cross-business collaboration
  • Clear cost to the Enterprise
  • Single login
  • Single support model
  • Centralized integration
  • Reduced delivery velocity
  • Increased solution complexity: Particularly security, business rules, automation
  • Heavier governance overhead
  • Potential to hit technical limits
  • Unclear cost to the business unit
  • Change Management overhead
  • Some loss of autonomy

Multi Org

BenefitsChallenges
  • Org-wide settings are easier to govern and manage & Reduced risk of exceeding org limits
  • Simplified complexity, reduces testing burdens
  • Improved time to market and freedom to innovate (autonomy) - Agility
  • Security
  • Less reuse of configuration and code
  • Inferior collaboration across business units
  • Duplicated administration functions required

Multi Org

ProsCons
  • High autonomy
  • Fast implementation speed
  • Less business complexity
  • Clear cost to the business unit
  • Distinct leadership
  • Distributed data
  • Personalized and flexible
  • No consolidated view and reporting
  • Duplication of efforts
  • Org consolidation is complex
  • Effort to share data
  • Effort to reuse configuration & code
  • Reduced cross-business collaboration
  • Potential multiple logins
  • Complex, possibly increased cost to the enterprise

Org Strategy Considerations

  • Cultural
    • Collaboration
    • Level of autonomy
  • Business
    • Level of shared processes and data
    • Flexibility or ability to change
    • Business Unit & customer segmentation
  • Technical
    • Security Requirements
    • Salesforce Limits
    • Application Architecture
  • Support
    • Salesforce Governance
    • End-user Training
    • Deployment

Common Insights

ChallengesBest Practices
  • Focus on technology:
    Many businesses want to define an org strategy and often start with the technology. However, the correct approach is to start with the business requirements.
  • Culture:
    Many customers have different cultures within different business units and this causes significant political issues that you need to consider.
  • Lack of Analysis:
    Before making any strategic decision, gather a detailed analysis of the business and cultural considerations that need to be carried out.
  • Focus on High Value Business Processes:
    Most business units have many different business processes, but when considering an org strategy, focus only on the most significant ones.
  • Develop a Roadmap: Changing the current org architecture takes time. Minimize the business risks by using a step-by-step approach.
  • Create a Governance Framework:
    To be successful in any Salesforce project, you’ll need a lightweight governance framework in place.

Salesforce Cross-Org Integration Solutions

  • UI:
    • VisualForce pages
    • Canvas
  • Application Logic:
    • Apex Web Services
    • Outbound Messaging
    • Streaming API
    • Platform Events
  • Data Layer:
    • APIs(REST, SOAP, Bulk )
    • Salesforce-to-Salesforce
    • Salesforce Connect

Approaches to Data Integration with Salesforce

  • Do you need a copy of the data inside Salesforce?
  • Does that data come from other Salesforce orgs, or from external systems?
  • How close to real time do you need the data?
  • Do you need two way data synchronization?
  • Do you prefer a declarative approach or a programmatic approach
  • Do you want data to be accessed from another system, but not copied?
  • Which objects do you need access to between systems?

Video : Single vs Multi-Org Strategy: The Key Questions You Need to Address